Filed June 8, 2009 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
PENTEGRA SERVICES, INC.9+ years Filed as: PENTEGRA RETIREMENT SERVICES Service code 15 · EIN 13-3745616 | Recordkeeping | $212,120 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,575 | $100,227-34.6% | $169,993-61.4% | $74,419-11.9% |
| Participation rate | 93.7% | 87.3%+6.4pp | 87.0%+6.7pp | 70.7%+23.0pp |
| Annual return | 10.62% | 66.08%-55.5pp | 53.37%-42.8pp | 34.38%-23.8pp |
| Employer contribution / active EE | $4,163 | $4,263-2.3% | $6,785-38.6% | $2,637+57.9% |
| Participant deferral / active EE | $7,897 | $7,143+10.6% | $10,408-24.1% | $4,528+74.4% |
| Admin fee / account holder | $396 | $234+69.1% | $12,815-96.9% | $348+14.0% |